Business Development Specialist
Job Summary:
As a Business Development Specialist, you will play a key role in identifying and pursuing new business opportunities through expert consultancy to prospective clients on a range of pre and post-retirement products, protection, and pensions. Your primary responsibilities will include meeting with clients to understand their needs and providing tailored advice, generating leads and developing new business opportunities through internal and external channels, and managing and continuously building relationships with existing clients.
About the Role:
* You will be working with experienced professionals who can deliver high-quality results and contribute to the overall team proposition.
* Previous consultative financial planning or employee benefits experience is required.
* Hold the QFA qualification or be working towards (or like to achieve) the Certified Financial Planner (CFP), or Higher Diploma in Pensions Management leading to AIIPM qualification.
* Strong interpersonal skills with the ability to build and maintain solid client relationships are essential.
Key Responsibilities:
* Meeting with clients to understand their needs and provide tailored advice.
* Generating leads and developing new business opportunities through internal and external channels.
* Managing and continuously building relationships with existing clients.
Requirements:
* Previous consultative financial planning or employee benefits experience.
* Hold the QFA qualification or be working towards (or like to achieve) the Certified Financial Planner (CFP), or Higher Diploma in Pensions Management leading to AIIPM qualification.
* Strong interpersonal skills with the ability to build and maintain solid client relationships.
Benefits:
* This is an excellent opportunity to join a dynamic team and develop your skills and education to provide professional best advice to our clients.
Additional Information:
* Retirement Planning
* Pensions
* QFA
* Financial Advice
* Group Pensions